Investment Transformation Program Manager

Consultant Investment Transformation Program Manager

Location: Jersey City NJ (preferred) Nashville TN Remote with travel
Job Type: Contract / Consulting Engagement

Job Summary

STAFFXPERT LLC is seeking a Consultant Investment Transformation Program Manager on behalf of our client in Jersey City NJ.

This role will support enterprise-wide investment transformation initiatives across Investment Accounting Investment Operations and Investment Analytics. The ideal candidate will bring strong hands-on experience in investment operations and accounting transformation along with the ability to coordinate complex cross-functional programs involving data modernization IBOR/ABOR capabilities governance and operational process improvement.

This position requires a collaborative professional who can work effectively with Finance Operations Technology and executive leadership teams to drive program execution manage dependencies and ensure alignment across strategic initiatives.

Key Responsibilities

• Develop and maintain integrated program plans across investment transformation initiatives

• Coordinate and track IBOR/ABOR-related workstreams and investment data modernization efforts

• Partner with business and technology teams to align transformation activities and delivery timelines

• Support investment data and analytics initiatives including enterprise platform modernization efforts

• Monitor risks dependencies milestones and remediation activities across workstreams

• Facilitate governance meetings stakeholder discussions and executive status reporting

• Coordinate legacy data quality reconciliation and operational issue tracking

• Identify process improvement opportunities to enhance scalability controls and operational efficiency

• Drive cross-functional collaboration between Accounting Operations Analytics and Technology teams

Required Qualifications

• 8 12 years of experience within financial services investment operations investment accounting or middle office environments

• Strong understanding of investment lifecycle processes including IBOR & ABOR concepts reconciliations and reporting

• Experience supporting large-scale transformation or enterprise modernization programs

• Hands-on approach with the ability to drive execution and accountability across teams

• Strong stakeholder management and communication skills across business and technology functions

• Experience working in regulated financial environments with strong controls and governance processes

• Ability to manage multiple initiatives within complex matrixed organizations

Preferred Qualifications

• Experience with Palantir Foundry or similar enterprise data platforms

• Experience with Clearwater Analytics or comparable investment accounting platforms

• Background in insurance reinsurance or asset management industries

• Familiarity with SAFe or Agile delivery methodologies

• Experience coordinating legacy remediation or data quality initiatives

Preferred Location

Candidates located near:

• Jersey City / NYC metro area

• Nashville

Remote candidates must be open to periodic travel as needed.